Apollon Wealth Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.97M Sell
35,040
-10
-0% -$570 0.02% 493
2026
Q2
$1.98M Buy
35,050
+600
+2% +$33.4K 0.02% 495
2026
Q1
$1.73M Buy
+34,450
New +$1.82M 0.03% 432

Other funds holding OVL

Apollon Wealth Management's OVL Position: Q3 2026 in Review

Apollon Wealth Management reduced its Overlay Shares Large Cap Equity ETF (OVL) stake by 0.03% in Q3 2026, selling an estimated $570 and leaving 35,040 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #493.

Apollon Wealth Management first reported a position in OVL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.98M in Q2 2026. 9 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

  • Apollon Wealth Management held 35,040 shares of Overlay Shares Large Cap Equity ETF worth $1.97M as of Q3 2026.
  • Apollon Wealth Management sold 10 Overlay Shares Large Cap Equity ETF shares in Q3 2026, an estimated $570.
  • Overlay Shares Large Cap Equity ETF made up 0.02% of Apollon Wealth Management's portfolio in Q3 2026, its #493 holding.
  • Apollon Wealth Management first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Apollon Wealth Management's Overlay Shares Large Cap Equity ETF position peaked at $1.98M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.